TTD icon

Trade Desk

1,011 hedge funds and large institutions have $33.3B invested in Trade Desk in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 413 increasing their positions, 312 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+52
Holders Change %
+5.42%
% of All Funds
14.7%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
150
Increased
413
Reduced
312
Closed
78
Calls
$953M
Puts
$1.2B
Net Calls
-$242M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWC
801
Abundance Wealth Counselors
Pennsylvania
$211K +$211K +2,165 New
WWM
802
Western Wealth Management
Colorado
$211K +$211K +2,160 New
SW
803
SteelPeak Wealth
California
$210K -$24.2K -248 -10%
GGA
804
Granite Group Advisors
Connecticut
$210K -$80.8K -827 -28%
BFA
805
Beaumont Financial Advisors
Massachusetts
$209K +$209K +2,135 New
NAS
806
Nicolet Advisory Services
Wisconsin
$208K +$208K +2,083 New
KCM
807
Kathmere Capital Management
Pennsylvania
$206K +$206K +2,113 New
QWP
808
Quotient Wealth Partners
Texas
$206K +$206K +2,107 New
GT
809
Glenmede Trust
Pennsylvania
$205K +$205K +2,101 New
PP
810
Patron Partners
Texas
$205K +$205K +2,100 New
FCM
811
Fortis Capital Management
Washington
$204K +$204K +2,090 New
PCM
812
Penserra Capital Management
California
$204K +$879 +9 +0.4%
CAM
813
Claret Asset Management
Quebec, Canada
$202K +$202K +2,065 New
HCM
814
Hodges Capital Management
Texas
$202K +$202K +2,068 New
KMWM
815
Keudell/Morrison Wealth Management
Oregon
$200K +$200K +2,051 New
HCM
816
Hollencrest Capital Management
California
$196K +$103K +1,052 +111%
CLOS
817
Compagnie Lombard Odier SCmA
Switzerland
$195K
CC
818
Cypress Capital
Tennessee
$195K +$195K +2,000 New
FFA
819
Farther Finance Advisors
California
$188K +$27.1K +277 +17%
AWM
820
Abound Wealth Management
Tennessee
$183K -$488 -5 -0.3%
GI
821
GAMMA Investing
California
$178K +$26K +266 +17%
TIM
822
Thompson Investment Management
Wisconsin
$167K +$14.6K +150 +10%
RMC
823
Resources Management Corp
Connecticut
$163K
RDFA
824
Ritter Daniher Financial Advisory
Ohio
$160K -$293 -3 -0.2%
ADL
825
Asset Dedication LLC
California
$153K +$144K +1,470 +1,470%